Consumer Discretionary SPDR shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Consumer Discretionary SPDR by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $157k | 657 | 239.64 |
| 2025-06-30 | $138k | 637 | 217.33 |
| 2025-03-31 | $3.2k | 16 | 197.44 |
| 2023-09-30 | $8.0k | 50 | 160.98 |
| 2023-06-30 | $8.5k | 50 | 169.82 |
| 2023-03-31 | $7.5k | 50 | 149.54 |
| 2022-12-31 | $6.5k | 50 | 129.16 |
| 2022-09-30 | $7.0k | 50 | 140.00 |
| 2022-06-30 | $14k | 100 | 140.00 |
| 2022-03-31 | $19k | 100 | 190.00 |
| 2021-12-31 | $20k | 100 | 200.00 |
More positions owned by Oak Harbor Wealth Partners
View all positions for Oak Harbor Wealth Partners